When does it make sense to have a dedicated policy for your fine art collection? Should you itemize your artworks? How should you approach valuation? Bradly Taylor of HUB International joins Matthew Newton, Head of UBS Art Advisory Americas, to discuss top questions collectors have around fine art insurance, especially in light of the 2025 LA wildfires and nationwide floods.

Advanced Planning Senior Wealth Strategists, Todd Mayo and Jacqueline Denton and Associate Wealth Strategist, Chelsea Rubio, sit down with Dan Cassidy to discuss meaningful planning insights from this year’s guide.

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, sit down with Dan Cassidy to discuss what makes planning for the LGBTQ community unique.

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS Family Office Design and Governance Strategist, continue their exploration of common types of long-term compensation plans for family offices and their key executives. The conversation considers different compensation strategies as well as the overall process.

Patrick McCurry, Partner at McDermott Will & Emery, and Mark Tepsich, UBS Family Office Design and Governance Strategist, discuss common types of long-term compensation plans for family offices and their key executives. The conversation considers different compensation strategies as well as the overall process.

Kirby Rosplock, Ph.D., Founder and CEO of Tamarind Partners, talks with Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions. They discuss how education and family governance go hand in hand, especially when it comes to preparing the next generation for the responsibilities of managing significant wealth and complexities that come with it.

Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, sits down with Seth Gardner, former COO of a single family office and senior advisor to the family's first generation wealth creator. Together, they discuss the importance of the role of an Expert Generalist and how that role truly understands the interconnectedness of every aspect of a family office, from the balance sheet to the family's values.

Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, discusses family office technology architecture, build, and design strategies with InoGrate Founder and Chief Technology Officer Dr. Tania Neild.

There's compensation and then there is long-term compensation tied to alignment of the family offices objectives. Mark Tepsich, Family Office Design and Governance Strategist for UBS Family Office Solutions, sits down with Agreus co-founders Paul Westall and Tayyab Mohamaed to take a deeper dive into long-term compensation from the perspectives of family offices, employees and candidates.

Mark Tepsich, Family Office Design and Governance Strategist, talks with Judi Galst, Managing Director of Private Clients for Henley & Partners, about Investment migration, the difference between residence and citizenship and the different ways clients can expand their citizenship options.